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Gen-Wealth Partners’s MDU Resources MDU Stock Holding History

Gen-Wealth Partners’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1K Hold
99
– – ﹤0.01% 640
2026
Q1 		$2.05K Buy
99
+22
+29% +$451 ﹤0.01% 643
2025
Q4 		$1.5K Hold
77
– – ﹤0.01% 626
2025
Q3 		$1.37K Hold
77
– – ﹤0.01% 621
2025
Q2 		$1.28K Hold
77
– – ﹤0.01% 579
2025
Q1 		$1.3K Sell
77
-110
-59% -$1.9K ﹤0.01% 557
2024
Q4 		$3.37K Sell
187
-555
-75% -$9.74K ﹤0.01% 556
2024
Q3 		$11.9K Sell
742
-372
-33% -$5.3K 0.01% 479
2024
Q2 		$15.5K Hold
1,114
– – 0.01% 444
2024
Q1 		$15.5K Buy
+1,114
New +$12.9K 0.01% 434

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gen-Wealth Partners's MDU Position: Q2 2026 in Review

Gen-Wealth Partners held its MDU Resources (MDU) position steady in Q2 2026 at 99 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Gen-Wealth Partners first reported a position in MDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.5K in Q1 2024. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Gen-Wealth Partners held 99 shares of MDU Resources worth $2.1K as of Q2 2026.
  • Gen-Wealth Partners left its MDU Resources share count unchanged in Q2 2026.
  • MDU Resources made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #640 holding.
  • Gen-Wealth Partners first reported a position in MDU Resources in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's MDU Resources position peaked at $15.5K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.